Cassady Schiller Wealth Management, LLC Capital Group Intl Focus Equit Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,053 shares of CGXU stock, worth $61,569. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,053
Previous 2,053
-0.0%
Holding current value
$61,569
Previous $55,000
9.09%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CGXU
# of Institutions
325Shares Held
119MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.5MShares$344 Million0.11% of portfolio
-
Northwestern Mutual Wealth Management CO7.33MShares$220 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA5.6MShares$168 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.15MShares$154 Million0.05% of portfolio
-
Ubs Group Ag5.06MShares$152 Million0.03% of portfolio